TechValidate Research on SurePrep, LLC TaxCaddy

274 TechFacts – Page 1 of 10


TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

It was extremely easy to use and quite intuitive with good design for interface with other computer systems (uploading documents, etc.)

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Easy to use and I prefer the digital experience.

TaxCaddy Customer Testimonial

Much easier to have documents retrieved automatically for brokerage and bank accounts. Rated 10/10!

A user of TaxCaddy

TaxCaddy Customer Testimonial

Made the process more streamlined; easier to pull documents together and get them handed off for processing.

A user of TaxCaddy

TaxCaddy Customer Testimonial

TaxCaddy made the process of identifying and submitting the complete set of documents my tax professional needed so much easier and clearer to manage. Easy and smart interface for managing documents and communication with my tax professional!

Craig Dooley, a user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Easy to use and way better than sending paper around.

TaxCaddy Customer Satisfaction Rating

Rated 10/10!

Leonardo Del Riego, a user of TaxCaddy, would be very likely to recommend for this reason:

Ease of use and clarity. It is a game changer to be able to import all your documents automatically.

TaxCaddy Customer Testimonial

TaxCaddy made it easy to send specific items into my accountant. TaxCaddy also made it easier for me to keep track of what items were already sent in and which were still pending.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Elissa Dedinsky, a user of TaxCaddy, would be very likely to recommend for this reason:

TaxCaddy simplified the process, made it easy for my tax team to contact me to collect my documents, expedited the process of receiving my return, and overall made the process go smoothly. It also reminded me to add in documents to my return that otherwise, I would have left out. It made submitting everything very efficient and easy.

TaxCaddy Customer Satisfaction Rating

Daniel Debeer, a user of TaxCaddy, would be very likely to recommend for this reason:

Ease of use and communication with the tax preparer.

TaxCaddy Customer Testimonial

TaxCaddy simplified the process of submitting information. Very intuitive and easy to use. Saved time.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

Janell Daugherty, a user of TaxCaddy, would be very likely to recommend for this reason:

It was easy to upload and send versus the organizer way!

TaxCaddy Customer Testimonial

Using Tax Caddy was definitely an easier way to get documents organized and sent to my tax professional. Also easy to shoot a quick question to him.

Julie Cuneo, a user of TaxCaddy

TaxCaddy Customer Testimonial

A lot easier and faster to collect and transmit info to tax preparer.

Phillip Cummins, a user of TaxCaddy

TaxCaddy Customer Testimonial

Much easier to use. Less hassle than photocopying and mailing. I probably sent my tax professional their requests more quickly than by mail.

Pia Cramer, a user of TaxCaddy

TaxCaddy Customer Testimonial

It was so easy to take photos of all of the documents to send on. It saved me a tremendous amount of time. Made tax season less stressful!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Easy way to store documents. I prefer to do this electronically.

TaxCaddy Customer Testimonial

It was a much smoother process. It took a lot of the frustration out of filling out paper tax planners. No need to mail the documents.

A user of TaxCaddy

TaxCaddy Customer Testimonial

It was a smooth and streamlined system. Great service!

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

It keeps you organized and all documents in one place. You also know what action items still need to be done.

TaxCaddy Customer Testimonial

Kept me organized.

Easy to track documents and access them on the go.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

It was enormously convenient to use simplifying document transfer and communication. Much easier and took way less time. Keeps track of responses so you know exactly where you are.

TaxCaddy Customer Testimonial

So easy. It helps keep me organized so I know what I have uploaded and what I still need to get.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Very easy to use on many platforms.

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Easy to use. Made doing my taxes a breeze rather than an inconvenience.

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Ease of use and time savings.

TaxCaddy Customer Testimonial

Easy to use and simplified the process!!

A user of TaxCaddy

TaxCaddy Customer Testimonial

It took far less time to get documents to the tax preparer and for her to prepare our return. So we were able to file earlier and at a more convenient time for us. It saved so much time previously spent in gathering and sending documents to our tax preparer and it was EASY.

A user of TaxCaddy

TaxCaddy Customer Satisfaction Rating

A user of TaxCaddy would be very likely to recommend for this reason:

Easy and safe way to receive and submit documents for tax preparation. Excellent! Much easier to know which documents were needed. Messaging also helped with interaction, requiring fewer phone calls.

TaxCaddy Customer Testimonial

I tend to be challenged when it comes to using the computer, but I found TaxCaddy very easy to use. I know how busy tax season is for everyone involved with the preparation of my taxes, so I found using it to connect to the staff very convenient. I usually looked at it in off-hours, so it was nice to fill it in/use it on my own schedule.

Susan Ciulla, a user of TaxCaddy




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